On demand Webinar

Schwab Best Practices with PreciseFP

Join us for a panelist presentation on workflows with Schwab featuring Chris Candela, Senior Relationship Manager from Advisor Services Digital Solutions. Discover best practices for leveraging PreciseFP’s integration with Schwab including Schwab Advisor Center.

Speakers

Nora Gallegos

Financial Planning Thought Leader, PreciseFP

Chris Candell

Senior Integration Consultant, Schwab

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Make Sure Your Client Forms are Pixel Perfect

Explore the industry-wide shift that did away with big stacks of paperwork and the role PreciseFP has played in facilitating e-signature capabilities nationwide.